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Edmond de Rothschild Holding’s American Express AXP Stock Holding History

Edmond de Rothschild Holding’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$471K Buy
1,557
+500
+47% +$168K 0.01% 328
2025
Q4 		$391K Hold
1,057
– – 0.01% 347
2025
Q3 		$351K Hold
1,057
– – 0.01% 353
2025
Q2 		$337K Sell
1,057
-151
-13% -$42.5K 0.01% 355
2025
Q1 		$325K Sell
1,208
-684
-36% -$202K 0.01% 353
2024
Q4 		$562K Buy
1,892
+86
+5% +$24.7K 0.01% 324
2024
Q3 		$490K Buy
1,806
+126
+8% +$31.4K 0.01% 339
2024
Q2 		$389K Sell
1,680
-592
-26% -$137K 0.01% 371
2024
Q1 		$517K Buy
2,272
+282
+14% +$58.5K 0.01% 355
2023
Q4 		$373K Sell
1,990
-73
-4% -$11.8K 0.01% 380
2023
Q3 		$308K Sell
2,063
-317
-13% -$51.9K 0.01% 398
2023
Q2 		$415K Sell
2,380
-166
-7% -$26.8K 0.01% 390
2023
Q1 		$420K Buy
2,546
+476
+23% +$79K 0.01% 385
2022
Q4 		$306K Buy
2,070
+115
+6% +$17K 0.01% 417
2022
Q3 		$263K Buy
1,955
+15
+0.8% +$2.27K 0.01% 430
2022
Q2 		$269K Sell
1,940
-208
-10% -$34.4K 0.01% 448
2022
Q1 		$402K Sell
2,148
-10,343
-83% -$1.87M 0.01% 405
2021
Q4 		$2.04M Buy
12,491
+6,587
+112% +$1.12M 0.04% 287
2021
Q3 		$989K Buy
5,904
+1,503
+34% +$251K 0.02% 373
2021
Q2 		$727K Buy
4,401
+1,518
+53% +$238K 0.02% 398
2021
Q1 		$407K Sell
2,883
-40
-1% -$5.29K 0.01% 399
2020
Q4 		$353K Buy
2,923
+305
+12% +$33.8K 0.01% 381
2020
Q3 		$263K Sell
2,618
-3,748
-59% -$369K 0.01% 370
2020
Q2 		$607K Sell
6,366
-584
-8% -$53.8K 0.03% 273
2020
Q1 		$595K Sell
6,950
-1,270
-15% -$148K 0.03% 251
2019
Q4 		$1.02M Buy
8,220
+807
+11% +$96.4K 0.04% 242
2019
Q3 		$877K Buy
7,413
+200
+3% +$24.5K 0.04% 258
2019
Q2 		$890K Hold
7,213
– – 0.03% 248
2019
Q1 		$789K Sell
7,213
-4,000
-36% -$420K 0.03% 255
2018
Q4 		$1.07M Sell
11,213
-450
-4% -$47.1K 0.04% 234
2018
Q3 		$1.24M Buy
11,663
+425
+4% +$44.2K 0.04% 246
2018
Q2 		$1.1M Sell
11,238
-1,930
-15% -$190K 0.03% 255
2018
Q1 		$1.23M Sell
13,168
-8,245
-39% -$799K 0.04% 252
2017
Q4 		$2.13M Sell
21,413
-1,802
-8% -$172K 0.06% 190
2017
Q3 		$2.1M Sell
23,215
-8,015
-26% -$689K 0.06% 195
2017
Q2 		$2.63M Sell
31,230
-27,350
-47% -$2.16M 0.07% 185
2017
Q1 		$4.63M Sell
58,580
-2,363
-4% -$185K 0.12% 134
2016
Q4 		$4.51M Buy
60,943
+3,850
+7% +$267K 0.13% 135
2016
Q3 		$3.66M Buy
57,093
+7,984
+16% +$513K 0.11% 157
2016
Q2 		$2.98M Buy
49,109
+7,185
+17% +$455K 0.1% 165
2016
Q1 		$2.57M Sell
41,924
-48,081
-53% -$2.8M 0.08% 173
2015
Q4 		$6.26M Sell
90,005
-32,361
-26% -$2.35M 0.17% 129
2015
Q3 		$9.07M Sell
122,366
-24,724
-17% -$1.9M 0.22% 95
2015
Q2 		$11.4M Buy
+147,090
New +$11.7M 0.25% 90

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Edmond de Rothschild Holding's AXP Position: Q1 2026 in Review

Edmond de Rothschild Holding increased its American Express (AXP) stake by 47% in Q1 2026, buying an estimated $168K and bringing the position to 1,557 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #328.

Edmond de Rothschild Holding first reported a position in AXP in Q2 2015 and has held it in 44 quarters since. The position peaked at $11.4M in Q2 2015. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Edmond de Rothschild Holding held 1,557 shares of American Express worth $471K as of Q1 2026.
  • Edmond de Rothschild Holding bought 500 American Express shares in Q1 2026, an estimated $168K.
  • American Express made up 0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #328 holding.
  • Edmond de Rothschild Holding first reported a position in American Express in Q2 2015 and has held it in 44 quarters since.
  • Edmond de Rothschild Holding's American Express position peaked at $11.4M in Q2 2015.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.